ADVISOR BIO

Bruce Heymont is a financial advisor with over 30 years of experience in the industry. Bruce is registered with Horizon Wealth Management and has a broad range of experience in investment advisory services, specializing in financial planning, pension consulting, and portfolio management for individuals and businesses. Bruce holds the Series 6, 7, 24, 63 and 65 licenses as well as the SIE exam. Bruce is a Certified Financial Planner and has been recognized for his expertise in financial planning. Bruce is dedicated to providing personalized and comprehensive financial advice to help clients achieve their financial goals. Bruce is committed to providing exceptional service and building strong relationships with clients.

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ADVISOR BIO

Bruce Bassin is an investment advisor representative registered with Bassin, Bruce. Bruce has been in the industry since 1998 and has experience with Southeast Investments, N.C., Inc., Liberty Partners Financial Services, LLC, and Kovack Securities Inc.. Bruce's firm offers financial planning, pension consulting, and selection of other advisors.

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ADVISOR BIO

Bruce Steven Terry is a registered investment advisor representative. Bruce has over 30 years of experience in the securities industry. Bruce is currently registered with Cambridge Investment Research Advisors, Inc. Bruce also has experience with Mutual Securities, Inc., First Montauk Securities Corp., and Morgan Stanley DW Inc.

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ADVISOR BIO

Bruce Ticknor is a financial advisor with over 40 years of experience in the financial services industry. Bruce is currently registered with Stifel, Nicolaus & Company, Inc. in California and Texas. Bruce is a licensed financial advisor with the Series 7, Series 63, and SIE licenses. Bruce is also a registered Investment Advisor in California and Texas. Bruce's experience includes working at WELLS FARGO CLEARING SERVICES, LLC, PRUDENTIAL SECURITIES INCORPORATED and M.L. STERN & CO., LLC. Bruce specializes in providing financial advice to individuals, corporations, insurance companies, charitable organizations, pooled investment vehicles, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.

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ADVISOR BIO

Bruce Thomas Pearson is a registered investment advisor representative with UBS Financial Services Inc. Bruce has been in the financial services industry for over 36 years. Bruce is licensed to conduct business in multiple states. Bruce has a Series 63, 65, 3, and 7 licenses as well as the SIE exam. Bruce has extensive experience in financial planning, portfolio management for individuals and businesses. Bruce is also a licensed insurance agent and has extensive experience in insurance products and services.

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ADVISOR BIO

Bruce Young is a registered representative with J.p. Morgan Securities LLC in Irvine, California. Bruce is a financial professional with experience in investment banking and securities. Bruce has successfully passed the Series 79TO, SIE and Series 63 exams.

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ADVISOR BIO

Bruce Allen Kelm is a financial advisor with over 28 years of experience in the financial services industry. Bruce is registered with LPL Financial LLC. Bruce has been a registered representative since 5/8/1992 and has held prior registrations with MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Bruce holds the Series 7, Series 63, and Series 65 licenses and the SIE exam. Bruce is also a registered investment advisor and has been an investment advisor since 11/8/1999. Bruce has earned designations for being a Financial Advisor Specialist, Retirement Planning Specialist, and Fixed Income Specialist.

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ADVISOR BIO

Bruce Altheide is a financial advisor at LPL Financial LLC. Bruce has been in the industry since 1987 and has a wealth of experience. Bruce is registered with the following regulators: FINRA, the state of California, Oklahoma and Texas. Bruce holds the Series 63, 65, 7, 24 and SIE licenses. Bruce is a CERTIFIED FINANCIAL PLANNER™.

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ADVISOR BIO

Bruce Lawrence Tyson is an Investment Advisor Representative at Morton Wealth. Bruce has been in the industry since 1997 and has over 20 years of experience in the industry. Bruce earned a Series 65 license in 2016. Bruce is registered in the state of California. Morton Wealth is a Registered Investment Advisor with the SEC. The firm's main office is located in Calabasas, CA. Morton Wealth provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Bruce Hadash is a financial advisor with Morgan Stanley. Bruce has been working in the financial industry since 1986 and has been registered with the firm since 2009. Bruce holds a Series 7, Series 3, and Series 63 license as well as a Series 65 license. Bruce has offices in Sherman Oaks and Calabasas. Bruce's previous employers include Citigroup Global Markets Inc and Lehman Brothers Inc.

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